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Chevron

3,638 hedge funds and large institutions have $188B invested in Chevron in 2025 Q2 according to their latest regulatory filings, with 158 funds opening new positions, 1,581 increasing their positions, 1,559 reducing their positions, and 225 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,638
Holders Change
-130
Holders Change %
-3.45%
% of All Funds
48.75%
Holding in Top 10
69
Holding in Top 10 Change
-93
Holding in Top 10 Change %
-57.41%
% of All Funds
0.92%
New
158
Increased
1,581
Reduced
1,559
Closed
225
Calls
$3.65B
Puts
$3.88B
Net Calls
-$223M
Net Calls Change
-$1.59B
Name Holding Trade Value Shares
Change
Shares
Change %
CSI
2326
Cross Staff Investments
New York
$761K -$9.31K -65 -1%
GFG
2327
Goldstone Financial Group
Illinois
$760K -$493K -3,322 -39%
AA
2328
Addison Advisors
Vermont
$758K +$42.7K +298 +6%
CA
2329
Claro Advisors
Massachusetts
$758K -$624K -4,359 -45%
BHWM
2330
Beaird Harris Wealth Management
Texas
$756K +$46.4K +324 +7%
UIM
2331
Unified Investment Management
Georgia
$755K +$34.5K +241 +5%
MHR
2332
Matthew Hamilton Rosenberg
$755K +$82.2K +574 +12%
CL
2333
COWA LLC
Oklahoma
$755K +$149K +1,039 +25%
WI
2334
WBI Investments
New Jersey
$754K +$30.1K +210 +4%
VC
2335
Vicus Capital
Pennsylvania
$753K +$1.58K +11 +0.2%
OC
2336
Oarsman Capital
Wisconsin
$753K -$39.7K -277 -5%
SFSG
2337
Sound Financial Strategies Group
Mississippi
$752K +$21.2K +148 +3%
ACA
2338
Aspire Capital Advisors
Washington
$751K +$24.6K +172 +3%
EWS
2339
Evergreen Wealth Solutions
Pennsylvania
$751K -$72.2K -504 -9%
OAM
2340
Occidental Asset Management
California
$751K +$1.43K +10 +0.2%
TCM
2341
Tang Capital Management
California
$750K -$65.6K -458 -8%
CWA
2342
Consilium Wealth Advisory
Texas
$748K -$117K -819 -14%
VBFG
2343
Vishria Bird Financial Group
Tennessee
$747K
W
2344
Wealthquest
Ohio
$744K -$25.6K -179 -3%
CSPIA
2345
Cary Street Partners Investment Advisory
Virginia
$743K -$44.1K -308 -6%
MCWA
2346
Meadow Creek Wealth Advisors
Georgia
$742K -$12.2K -85 -2%
AA
2347
Auxano Advisors
Washington
$742K -$28.9K -202 -4%
AI
2348
Accredited Investors
Minnesota
$742K -$15.3K -107 -2%
LWAM
2349
Legacy Wealth Asset Management
Minnesota
$742K +$2.29K +16 +0.3%
TF
2350
Tudor Financial
Ohio
$741K -$14K -98 -2%